Category: Investing Clips

Enormous patience is perhaps the most important factor for anyone who wants to be a part of the 5% who beats an index over the long term.

Why I like to be a value investor and why I think it is very useful in a volatile sector as well as why I think it has the best bang for the buck in terms of quality of life.  

Stocks go up and down up and down. Humans go from extreme fear to extreme greed and back again… One can either whine about it or take advantage of it. Also some discussion on Value Tradling. TIMESTAMP 0:00 Sentiment 18:29 Value Trading

Lets look at what I did during the 2015/2016 bottom and how it relates to what we are seeing in juniors TODAY.  

I discuss why a market in panic typically provides obscene opportunities. Especially when Price declines while Value remains the same. If there were no crashes it would be very hard to outperform the market over the long term. The problem is that everyone does the...

Miners and junior miners have seen a lot of collateral selling due to falling global markets. I discuss how I think about the possibility of a 2008/2009 type of crash (or worse) as it relates to my mining portfolio.  

Signs of capitulation selling and many micro cap juniors Market Caps are close to 2015/2016 bear bottom levels despite gold being $1,850 instead of $1,100 and the juniors being cashed up instead of near bankruptcy. Good times!

The hardest market for people: a volatile one The market where one could have best returns in: a volatile one … Volatility gets a bad rep despite the fact that it’s the key for outsized returns.

The best performing portfolios belong to dead people… I discuss why that is and how can you start outperforming a mummy finally.